Miranda O'keefe is a registered investment advisor at LPL Financial LLC, based in Houston, TX, with 29 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
24 Greenway Plaza, Ste 1800-O, Houston, TX, 77046
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Miranda operates her LPL business through Gradepoint Financial Group LLC, dedicating full-time hours to it. She also has a business entity, Wealth Fusion Inc, for tax/investment purposes, requiring minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
TD Ameritrade Clearing, INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
VALIC Financial Advisors, INC.Broker
VALIC Financial Advisors, INC.
Invesco Advisers, INC.
Invesco Capital Markets, INC.Broker
Invesco Distributors, INC.Broker
Vanguard Marketing CorporationBroker
Fiserv Securities, INC.Broker
Tradestar Investments,inc.Broker
Fiserv Investor Services, INC.Broker
American General Securities IncorporatedBroker
Chase Investment Services CORP.Broker
Chase Securities of Texas, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.